Since 2019, Michael Donnelly has been working in Karpus Investment Management situated 2774, 2774. This person is a competent Vice President with over 20 years of work experience. According to Michael's CV and work profile, this person has worked at more than four places with diverse backgrounds and gained different skills. Michael attended school at the University of Rochester - Simon Business School from 2016 to 2016. Michael has professional certification as Series 6, 7, 9, 10, 63, & 65 Licenses. and Life, Accident, & Health Insurance Licenses. and the person has studied English. Michael can be found in Rochester, New York – where this expert currently lives. You can search for this expert's phone number and email. We can also provide you with additional contact information upon request.
Name variants:
Mikael Donnelly,
Mychael Donnelly,
Mike Donnelly,
Mikey Donnelly,
Mick Donnelly,
Mickey Donnelly,
Micky Donnelly,
Michl Donnelly,
Mischa Donnelly
Last updated Jun 07, 2024
Contact Information
Last Update
Jul 11, 2022
Email
mi**@gmail.com, mi**@gmail.com
Location
Rochester, NY
Company
Workplace
Vice President
Pittsford, NY
Industry
Investment Management, Investment Advice, Financial Advisory Services
Colleagues
Work History
Senior Financial Advisor
36 west Main St, Rochester, NY 14614
Chief Investment Officer responsible for research, analysis, investment selection, monitoring, and implementation of changes in High Falls Advisors’ proprietary investment strategies. Financ...
Apr 2012 — Sep 2018
Vice President, Senior Account Executive
245 Summer St, Boston, MA 02210
Jul 2004 — Mar 2012
Education
2016 — 2016
1994 — 1997
1993 — 1994
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Chief Investment Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Management Analysts
Skills
Retirement Planning
High Net Worth Individuals
Series 7
Portfolio Management
New Business Development
Financial Planning
High Net Worth Relationship Management
Tax
Retirement Income Strategies
Fixed Income
Equities
Equity Trading
Annuities
Comprehensive Wealth Management
Insurance Planning
Client Relationship Building
Certified Financial Planner
Investments
Investment Strategies
Investment Research
Finance
Mutual Funds
Financial Services
Asset Management
Asset Allocation
Wealth Management
Business Development
Financial Analysis
Insurance
Risk Management
Investment Management
Customer Relationship Management
Management
Leadership
Etfs
Product Selection
Executive Decision Making
Customer Focused Service
Marketing Materials
Presentation Skills
Presentations
Investment Policy
Portfolio Development
Investment Portfolios
FAQs about Michael Donnelly
What's the main profession of Michael Donnelly?
The expert is a Vice President.
What jobs is Michael a professional at?
Michael Donnelly is a professional Executive and Vice President jobs.
Where does Michael Donnelly live?
Rochester, New York is the place where Michael Donnelly lives
Does the professional have the email address?
mi**@gmail.com and mi**@gmail.com is Michael's email address.
How many companies did Michael Donnelly work at?
Michael Donnelly worked at four jobs.
Where has Michael Donnelly studied?
Michael studied at the University of Rochester - Simon Business School from 2016 to 2016.
Are there any certifications Michael Donnelly has?
This professional received the following certifications: Series 6, 7, 9, 10, 63, & 65 Licenses., Life, Accident, & Health Insurance Licenses., and Certified Financial Planner™.
What languages does Michael Donnelly speak?
Michael Donnelly speaks English.